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AEPFX vs HNCTX
AEPFX vs HNCTX Comparison
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AEPFX vs HNCTX Comparison Chart in %
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AEPFX vs. HNCTX commentary
Jun 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPFX is a Hold and HNCTX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. HNCTX (506M). AEPFX pays higher dividends than HNCTX: AEPFX (2.64) vs HNCTX (0.83). AEPFX was incepted earlier than HNCTX: AEPFX (18 years) vs HNCTX (19 years). HNCTX (1.02) is less costly to investors than AEPFX (0.58). HNCTX (36.00) and AEPFX (35.00) have comparable annual turnover. HNCTX has a lower initial minimum investment than AEPFX: HNCTX (0) vs AEPFX (250). HNCTX annual gain was more profitable for investors over the last year : 25.62 vs. AEPFX (15.11). HNCTX return over 5 years is better than : 26.90 vs. AEPFX (0.76).
| AEPFX | HNCTX | AEPFX / HNCTX | |
| Total Expense Ratio | 0.58 | 1.00 | 58% |
| Annual Report Gross Expense Ratio | 0.58 | 1.02 | 57% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 11.682 | 13.016 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 506M | 27,075% |
| Annual Yield % from dividends | 2.64 | 0.83 | 319% |
| Returns for 1 year | 15.11 | 25.62 | 59% |
| Returns for 3 years | 33.24 | 60.11 | 55% |
| Returns for 5 years | 0.76 | 26.90 | 3% |
| Returns for 10 years | 69.19 | 112.89 | 61% |
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